Planned Giving

A legacy gift to ANWS proclaims your confidence that we will continue to serve our mission and make a difference for our fisheries, watersheds, wild places and future generations. Here are a few ways you can protect our fish forever with a legacy gift to ANWS:

Gift in a Will or Living Trust

Arrange a bequest in your will or living trust to ANWS to permanently educate and inspire the next generation of anglers, protect salmon and steelhead populations, and ensure public access to the rivers, lakes, and streams we all love. You may allocate a specific amount, a percentage of your estate, or the remainder of your estate.

Here is sample bequest language you can provide to your financial advisor:

I (We) bequest (Specific dollar amount / XX Percentage of residual estate / Specific non-cash asset) to Association of Northwest Steelheaders, a 501(c)(3) organization based in Portland, Oregon, federal tax ID# 91-1031100.

Retirement Plan Designation

Designate ANWS as a beneficiary of your retirement plan to save fish and rivers in perpetuity. This tax-wise gift is exempt from federal estate tax, so it maximizes the benefit of your gift and minimizes your taxes.

Charitable Remainder Trust

Designate ANWS as the beneficiary of a charitable remainder trust, a tax-exempt trust that pays income to your designee. When the trust terminates, the remaining assets will be paid to ANWS and used to protect rivers forever.

Charitable Lead Trust

Create a charitable lead trust that pays income to ANWS for a set period of time to conserve fish and rivers forever. At the end of the term, the remainder is returned to you or your heirs- a tax-smart way to pass assets to heirs.

IRA Charitable Rollovers

You can help protect fisheries and watersheds using your IRA!

If you are age 70 ½ or older, with a traditional IRA, you are eligible to make a donation directly to ANWS directly from your IRA. Generally speaking, IRA gifts are tax free. Those who need to fulfill a Required Minimum Distribution (RMD) can support our mission while lowering their tax burden.

Important to remember:

  • You must be 70 ½ years or older at the time of the distribution from your IRA to qualify.
  • Depending on the year you were born, either at age 72 or age 73 and beyond, your gift distribution qualifies toward your calendar year required minimum distribution (RMD).
  • Your total non-taxable yearly distribution to one or more qualified 501(c)(3) charities, including ANWS, is limited to $100,000 each calendar year.
  • You'll need to contact your IRA Plan Administrator and request they distribute the rollover amount directly to ANWS and specify if you would like to be acknowledged for the gift.
  • The check issued from your IRA must be made payable to Association of Northwest Steelheaders.
  • The transfer of your IRA distribution must be made directly by your plan administrator to Association of Northwest Steelheaders by December 31 to qualify for that tax year.

For further information, please contact us at office@anws.org.

Our Mailing Address:

Association of Northwest Steelheaders
P.O. Box 55400
Portland, OR. 97238

This information is not intended as financial or legal advice. Please consult with your own personal tax advisor for advice and further details.